How To Add an Award Performance Goal

An award's performance is measured by achievements against programmatic goals. If achievements are not meeting their given goal allocations, the award's performance risk may be impacted.

When creating a new goal, the fields may vary depending on the goal type. For an extensive description of goal types, see Goal Types. 

 Note: Depending on your account settings, this record type may have additional custom fields or sections.

Prerequisite: Must be Organizational Administrator or Grant Manager. Funder can edit on Performance Plan Creation in the award's Performance Plan Settings.

1. Open Award Management>Awards.
2. Click the   (View Award icon) next to a lead recipient name.
3. Open the Post-Award tab>Performance>Performance Plan.
4. Click the   (Create icon) in the Icon Bar.
5. In the pop-up window, select a Strategy (optional). This will link the goal to an existing strategy.
6. Select a Goal Type. This could be Milestone, Narrative, Numeric, Percent Achieved, Percent Changed, or Reimbursement.
7. Add the goal information.
8. Click Save.